Chapter 6. Creating Summary Reports

In this chapter, you’ll create four reports that summarize each kind of investment: savings/money market, stocks/mutual funds, CDs, and savings bonds. Each report is a variation of the others, requiring only field and label substitutions.

Creating Summary Reports

Each report shows how a class of investments has performed to-date.

Create More Fields

In order for a report to display summary figures (such as subtotals, totals, averages, and counts), you create Summary fields. A Summary field computes a statistic over all or a subset of records. In a sales report, for example, a Summary field could provide a separate total for each salesperson. ...

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